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Qiang (Richard) Wei & team
UBS
"They cover every company well."
Taipei-based Qiang (Richard) Wei, 36, and his UBS quintet climb one level to first place. The researchers, who report on 45 companies, are bullish on China’s Shanghai International Airport Co., which has “the cheapest valuation among the regional airport operators,” Wei says, and should enjoy earnings growth of 16 percent this year, thanks to a rise in passenger traffic and increases in landing and takeoff fees. In late April the shares were trading at 12.63 yuan; the team has a target price of 15.50 yuan. Also recommended: Guangshen Railway Co., on the belief that the company will be among the prime beneficiaries of the Chinese government’s expected reforms of passenger fares over the next two years. The stock ended April at HK$3.91; the crew’s target price is HK$4.56. UBS’s analysts “do a good job comparing and contrasting the margins and financial ratios for the different companies and always seem to come up with good stock picks,” marvels one investor. — Paul Sweeney